Client Retention Specialist

The Client Retention Specialist will focus on re-engaging clients who have paused their sales process. This role blends relationship management, research, and marketing to encourage clients to return to market. The ideal candidate is organized, persuasive, and creative, able to build strong client relationships, present market insights, and develop targeted materials that demonstrate the value of returning to market. Success in this role directly impacts the firm’s ability to convert paused clients into active engagements.

Job Responsibilities

• Act as primary relationship manager for clients who have paused their sale process, driving consistent communication and re-engagement.
• Research market conditions, industry trends, and buyer activity to uncover timely opportunities for returning to market.
• Create and deliver outreach materials (e.g., brochures, updates, snapshots) to spark client interest.
• Collaborate with internal teams to shape messaging and positioning strategies.
• Track client status, follow-ups, and pipeline metrics in CRM for full visibility.
• Anticipate and address client concerns by partnering with internal deal teams on strategies for coming back to market.
• Use strong communication and sales skills to influence decision-makers on timing and value.
• Keep organized records of client interactions, timelines, and outcomes.
• Work with marketing to design targeted campaigns and quick-hit materials that drive engagement.
• Represent the firm with professionalism, credibility, and a solutions-focused approach.

Job Requirements

• High school diploma required; College degree preferred.
• Experience in Mergers & Acquisitions (M&A) and process development is a plus.
• Prior experience in client support or as a client service representative required.
• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.
• Sound business, finance, and accounting understanding.
• Strong communication and active listening skills via phone and email.
• Excellent interpersonal, written, and presentation abilities.
• Strong organizational and multitasking capabilities.
• Proficiency with Microsoft Office and common CRM systems (Salesforce a plus).
• No enforcement history with the SEC, FINRA, or any state securities regulatory bodies.
• Demonstrated ability to collaborate and influence both internal and external stakeholders.
• This is an in-office role, Monday thru Friday, no remote or hybrid option.
• Professional dress attire is required.

Ideal Candidate Traits

• Energetic and enthusiastic with a positive, solution-oriented attitude.
• Persuasive communicator; overcomes objections with professionalism.
• Highly motivated with a desire to succeed in a fast-paced and rewarding environment.
• Strong attention to detail and commitment to providing exceptional customer experience.

Salary

This position offers an annual salary range of $50,000 to $65,000, and will be determined based on the candidate’s experience, qualifications, and overall fit for the role.

Benefits

All Benchmark International positions offer paid time off, standard holidays, birthday holiday, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid community service days per year to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.

Specializing in the sale of mid-market companies, our transaction teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Unfortunately, Benchmark International is not in a position to sponsor work visas for candidates at this time.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Join us—and be part of the next generation of leaders redefining M&A excellence.